Gerard is a highly experienced chartered adviser who holds qualifications in three separate countries. His accreditations include the QFA designation in Ireland, recognised by the Central Bank of Ireland. He concurrently holds the prestigious Chartered financial planner designation in the UK, a market where he has over 20 years of experience dealing with resident individuals, as well as a Diploma in Financial Planning in Australia.
Throughout his career Gerard has worked for some of the world’s largest institutions and has advised senior executives, companies and fellow professionals in all manner of financial planning aspects. He is a specialist in pensions, investments and estate planning advice, having a wealth of knowledge on each of these verticals.
At Newport, Gerard’s focus is on the international clients, helping them to claim against the agents and institutions behind their offshore investment structure.
+46 723 411 362